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Charitable Remainder Annuity Trust
Click Here for
Detailed Explanation
How It Works
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You transfer cash,
securities or other appreciated property into a trust. |
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The trust makes
fixed annual payments to you or to anyone you name. |
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When the trust ends,
the principal passes to Eckerd College. |
Benefits
- You receive an immediate income tax
deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on any
appreciated assets you donate.
- You or your designated income beneficiaries
receive stable, predictable income for life or a term of years.
- You can have the satisfaction of making
a significant gift that benefits you now and Eckerd College later.
More
For more information
If you are considering a charitable remainder annuity, email us,
complete the personal illustration form,
or call us at (727) 864-8229 so that we can assist you through
every step of the process.
Judi Schraer
Director of Gift Planning
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711
(727) 864-8229
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